Jeanine can help with your Estate. Trust, and Gift tax return preparation. She has colleagues
who can help as well.
Please make a 15-minute telephone appointment at
https://remotebusinesssolutionsinc.org/Appointments.phpto review your tax situation. A proposal
with pricing or referral will follow our conversation upon request.
Jeanine will also assist with the deceased's final personal income tax return, Form 1040.
This is needed to close your records with the Internal Revenue Service and your state/local
departments of revenue. It will notify the governmental entities that the taxpayer is filing
his/her final return and paying final income taxes. It will also alert them that any further
filings and/or requests for refunds are attempted theft of identity of the deceased and are
therefore fraudulent.
About Form 1041, U.S. Income Tax Return for Estates and Trusts
Source: https://www.irs.gov/site-index-search?search=estate+and+trust+income+tax+return&field_pup_historical_1=1&field_
pup_historical=1
Trusts and Estates
Jeanine can help with preparing your Form 1041 for your trust and/or estate.
Form 1041, U.S. Income Tax Return for Estates and Trusts
Please schedule a 15-minute telephone call at https://remotebusinesssolutionsinc.org/Appointments.php to discuss your estate or trust tax questions. Jeanine will interview you to assess your needs and inform you of what to expect when we proceed with preparation and review of your tax returns. You will be sent a follow-up engagement packet and tax interview (tax organizer) if you decide to proceed with services. Your retainer and final balance due prior to your review and signing will be e-billed to your e-mail box.